El PETRÓLEO SUBIÓ y las CARTERAS BAJO REVISIÓN | #DelColchónALaInversión con Alan Ferraro

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2Oil has returned to $100, forcing a review of portfolios: Should you buy into YPF, hold Vista, or take profits? Plus, Mercado Libre, Meta, Nike, Intel, gold, Brazil, and the S&P 500. 📌 EPISODES 00:00 Argentine inflation: Why is it so hard to get below 1.5%? 02:57 Oil at $100: Impact on inflation and fuel prices 04:05 YPF: New bond issuance, refinancing, and outlook 07:04 YPF bond issuance: Is there still an entry opportunity? 10:09 YPF shares: Hold or take profits? 12:15 Mercado Libre and Meta: Are they worth holding? 16:38 Ternium Argentina and China: Valuation, Risks, and Rebalancing 19:12 Nike, UPS, UnitedHealth, and Intel: Why They Stopped Being Conservative 27:19 Four Companies to Diversify Beyond Artificial Intelligence 33:50 S&P 500: What Is the Real Risk of Losing? 38:19 Investing $200 a Month: Historical Performance of the S&P 500 43:02 Retirement Portfolio: US ETFs, Gold, and Emerging Markets 48:02 Micron, Chips, and Memory: An Opportunity with Greater Caution Alan Ferraro, Bautista Barbisan of Inversiones Andinas, and Daniel Levi analyze how oil near $100 changes the landscape for YPF, Vista, and energy bonds. YPF's new debt allows it to replace more expensive and shorter-term commitments, but crude oil volatility and the upcoming elections require differentiating between short-term and long-term investments. The program reviews past portfolios featuring Mercado Libre, Meta, Ternium Argentina, and China, and explains why Nike, UPS, UnitedHealth, and Intel no longer work as conservative assets. For diversification, Eli Lilly, Berkshire Hathaway, Lockheed Martin, and Progressive are included. The program also examines the historical risk of the S&P 500, a monthly contribution strategy, and a retirement portfolio with ETFs of large companies, gold mining companies, and emerging markets, with potential shifts toward physical gold via ETFs and Brazil. 💸 Knowing what happened isn't enough. Learn to decide what to do with your money. Check out upcoming courses 👉 httpeafp.com.ar/cursosWhat Do We Do With Our Pesos? Every Tuesday at 6:30 PM live. Economics, markets, and investments with experts. 📩 Contact: info@mundodinero.com.ar 📲 Instagram: @MundoDineroTV Don't miss it! #MundoDinero #YPF #Oil #Inflation #SP500 #MercadoLibre #Meta #Nike #EliLilly #BerkshireHathaway #LockheedMartin #Progressive #Micron #Gold #Brazil #CEDEARs #ETF #Investments